Brian Roberts
Senior Vice President @ flexPATH Strategies | Custom Target Date Portfolios
- Role
- Senior Vice President at Flexpath Strategies
- Location
- Hampton Roads, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brian Roberts
Founded in 2015, flexPATH Strategies is a privately held independent investment…
Experience
Senior Vice President
Oct 2022 — Present · Aliso Viejo, CA, US
Responsible for overseeing all aspects of educating, evaluating and implementing flexPATH’s custom target date portfolios on TIAA\'s recordkeeping platform.
Education
Davidson College
BA, Economics
1982 — 1986
Skills
- Plan Design
- Due Diligence
- Contract Negotiations
- 401k
- Retirement
- Pensions
- Investments
- Asset Allocation
- Auditing
- Asset Management
- Defined Benefit
- Compliance
- Portfolio Management
- Institutional
- Erisa
- Risk Management
- Client Service
- Benchmarking
- Financial Analysis
- Investment Advisory
- Financial Advisory
- Asset Managment
- Retirement Plan Consulting
- Employee Benefits
- Business Planning
- Alternative Investments
- Retirement Planning
- Mutual Funds
- Client Services
- Contract Negotiation
- 401(K) Retirement Savings Plans
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